Fullcircle Wealth LLC Unified Ser Tr Absolute Core S Transaction History
Fullcircle Wealth LLC
- $244 Billion
- Q4 2024
A detailed history of Fullcircle Wealth LLC transactions in Unified Ser Tr Absolute Core S stock. As of the latest transaction made, Fullcircle Wealth LLC holds 29,974 shares of ABEQ stock, worth $984,046. This represents 0.41% of its overall portfolio holdings.
Number of Shares
29,974
Previous 27,640
8.44%
Holding current value
$984,046
Previous $910 Million
9.18%
% of portfolio
0.41%
Previous 0.41%
Shares
3 transactions
Others Institutions Holding ABEQ
# of Institutions
20Shares Held
2.23MCall Options Held
0Put Options Held
0-
Tectonic Advisors LLC Plano, TX676KShares$22.2 Million1.42% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA594KShares$19.5 Million0.21% of portfolio
-
St. James Investment Company, LLC339KShares$11.1 Million1.9% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS131KShares$4.32 Million0.05% of portfolio
-
Envestnet Asset Management Inc123KShares$4.02 Million0.0% of portfolio